My Portfolio - New Portfolio

Matthew Sparkes-Brown

My Portfolio
Individual Investor
Ranked #101,923 out of 758,358 TipRanks' Investors
Success Rate
76%
37 out of 49
profitable transactions
Average Return
6.62%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.57%
6-Month Return▲ 11.53%
12-Month Return▲ 32.09%
YTD Return▲ 18.05%
Total Return▲ 26.28%

Best Trade

Opened at
Closed at-
Gain▲ 94.08%

Bio

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 4.12%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.31%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 4.01%
Apr 2024
▲ 11.46%
▲ 5.06%
▼ 0.22%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.18%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 5.48%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 7.83%
Aug 2024
▲ 7.84%
▲ 1.66%
▲ 1.20%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▲ 4.12%
▲ 5.05%▲ 3.27%▲ 4.31%
▼ 12.40%▼ 4.03%▼ 4.01%
▲ 11.46%▲ 5.06%▼ 0.22%
▼ 2.25%▲ 3.53%▼ 0.18%
▲ 25.76%▲ 1.21%▲ 5.48%
▼ 4.21%▲ 2.34%▲ 7.83%
▲ 7.84%▲ 1.66%▲ 1.20%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Realty Income
3.53%
▲ 2.59%
4
Buy
Sep 16, 2024
Visa
11.14%
▲ 9.02%
4
Buy
Sep 13, 2024
JPMorgan Equity Premium Income ETF
7.32%
▲ 1.55%
3
Buy
Sep 13, 2024
United Parcel
3.5%
▲ 2.70%
2
Buy
Sep 13, 2024
Starbucks
4.01%
▲ 6.91%
4
Buy
Aug 30, 2024
Williams-Sonoma
7.14%
▲ 9.52%
2
Buy
Aug 30, 2024
AbbVie
4.45%
▲ 32.50%
4
Buy
Aug 23, 2024
Altria Group
6.08%
▲ 25.05%
5
Buy
Aug 20, 2024
Apple
▲ 55.23%
2
Close
Aug 20, 2024
Johnson & Johnson
▼ 0.29%
2
Close
Aug 20, 2024
JPMorgan Chase & Co.
▲ 39.75%
2
Close
Aug 20, 2024
Block
▼ 45.33%
3
Close
Aug 20, 2024
PayPal Holdings
▼ 26.74%
3
Close
Aug 20, 2024
T Rowe Price
3.54%
▼ 2.67%
2
Buy
Aug 20, 2024
Vang S&P 500 Ptg.Shs Exchange Traded Fund USD
16.96%
▲ 2.58%
1
Open
Aug 20, 2024
Alphabet Class A
7.24%
▼ 3.28%
1
Open
Aug 20, 2024
Schwab US Dividend Equity ETF
9.67%
▲ 2.31%
1
Open
Aug 20, 2024
Fidelity National Financial
4.5%
▲ 7.61%
1
Open
Aug 20, 2024
Bank of America
4.47%
▲ 2.11%
1
Open
Aug 20, 2024
Global X NASDAQ 100 Covered Call ETF
▲ 1.12%
3
Close
Nov 22, 2021